by Elizabeth Jeffery | Aug 1, 2018 | Podcast
This podcast introduces the fundamentals of Tax Equity Investing for corporations with a focus on tax credits. Tax equity investing aligns the interest of state and federal government (housing, energy, economic growth) and business (support for ESG and increased economic value). In this session, Craig Jeffery the managing partner of Strategic Treasurer interviews George Strobel the head of Monarch Private Capital to explore the motivations of government and corporate participants and mechanics of tax equity investments.
by Elizabeth Jeffery | Jul 27, 2018 | #TreasuryFAQ, Article, Blogs
Strategic Treasurer FAQ Sessions Shed Light on Common Treasurer Queries It is no secret that the realm of treasury has become a complicated environment to operate within. Gone are the days when treasury’s primary focus was simply executing payments; today, there are a...
by Elizabeth Jeffery | Jul 25, 2018 | Podcast
For the past several years, Strategic Treasurer has collected hundreds of questions asked by survey respondents and clients regarding a broad range of treasury-related technologies, challenges, and processes. Over time, this feedback has been used to develop a set of “FAQs” in Treasury. This podcast episode will feature Craig Jeffery, Managing Partner of Strategic Treasurer, as he responds to some of the most common questions we have received. Topics covered include PSD2 and its application in the U.S., comparing ERP treasury modules to TMSs, and evaluating the future impact of blockchain on the treasury landscape.
by Elizabeth Jeffery | Jul 25, 2018 | Podcast
In 2018, Strategic Treasurer & Bottomline Technologies released the results from their 3rd annual Treasury Fraud & Controls Survey, which provided a comprehensive view of the current state to which fraud is impacting the financial environment. In this episode, Isaac Zaubi interviews Craig Jeffery, Managing Partner of Strategic Treasurer, regarding some of the key findings from this survey. Discussion centers around topics including corporate fraud concerns and security spend, criminal innovation and common tactics used, and overall treasury fraud experience.
by Elizabeth Jeffery | Jul 25, 2018 | Podcast
This episode will provide a data-driven look at recent technology developments and corporate preferences and investment plans to analyze the current state of the financial technology space and provide insight as to where the industry is heading.
